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Showing Trusts & Estates advisors in CA
2,324 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| PYSNIK FINANCIAL, LLC CRD 324261 | Pasadena, CA | Advisory firm LLC | $45.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CSUITE INVESTMENT LLC CRD 299116 | San Rafael, CA | Advisory firm LLC | $45.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUALIFIED PLANNING CRD 304788 | San Diego, CA | Corporate platform Corporation | $44.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTELLIGENT INVESTING CRD 135120 | Clayton, CA | Advisory firm Sole prop | $44.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIKAPA CRD 144517 | Corte Madera, CA | Advisory firm Sole prop | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THRIVE FINANCIAL PLANNING CRD 172558 | El Dorado Hills, CA | Corporate platform Corporation | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMART PORTFOLIO CRD 324633 | Brea, CA | Advisory firm LLC | $44.1M | 1 advisors | Percentage of AUM | View | |
| BARNES & COMPANY INVESTMENT COUNSEL, LLC CRD 282136 | Los Angeles, CA | Advisory firm LLC | $44.1M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| THE MASS GROUP CRD 330425 | Dubai, CA | Advisory firm LLC | $44.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DJ WEALTH SYSTEMS, LLC CRD 299360 | CA | Advisory firm LLC | $44.0M | 1 advisors | Percentage of AUM | View | |
| STEVE GARRETT AND ASSOCIATES,INC. CRD 126791 | Glendora, CA | Corporate platform Corporation | $44.0M | 0 total employees | Hourly charges | View | |
| SECTOR LOGIC, LP CRD 143470 | Santa Ana, CA | Advisory firm LP | $43.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NEXT GEN FINANCIAL PLANNING CRD 337683 | San Diego, CA | Advisory firm LLC | $43.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLAS FINANCIAL LLC CRD 334246 | Oroville, CA | Advisory firm LLC | $43.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARALLEL WEALTH MANAGEMENT CRD 286527 | Redding, CA | Advisory firm LLC | $43.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDSTRAND PLANNING GROUP CRD 115906 | Stockton, CA | Corporate platform Corporation | $43.1M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| AJAX ASSET MGMT., LLC CRD 328746 | Los Angeles, CA | Advisory firm LLC | $43.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CLIFFORD FINANCIAL PLANNING, INC. CRD 112978 | Santa Rosa, CA | Corporate platform Corporation | $42.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MW INVESTMENT STRATEGY CRD 118433 | El Dorado Hills, CA | Corporate platform Corporation | $42.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COAST WEALTH MANAGEMENT, INC. CRD 129090 | San Clemente, CA | Corporate platform Corporation | $42.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GENERATION PMCA CORP. CRD 117842 | Toronto, Ontario, CA | Corporate platform Corporation | $42.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANITE WEALTH ADVISORS CRD 305179 | Temecula, CA | Advisory firm LLC | $42.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE WEALTH COLLECTIVE, LLC CRD 310389 | Los Angeles, CA | Advisory firm LLC | $42.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KATAM HILL LLC CRD 306521 | Sherman Oaks, CA | Advisory firm LLC | $42.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View |